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Biotech / Medical : Ligand (LGND) Breakout! -- Ignore unavailable to you. Want to Upgrade?

To: scaram(o)uche who wrote (22631)	6/23/1998 2:20:00 PM
From: Henry Niman	Read Replies (1) \| Respond to of 32384

Actually, I think that both discoveries (designer progestins and designer androgens) will have a major impact on shareholder equity. It's my understanding that the androgen series is well covered patent wise so I'm guessing that the progestin series is also well covered (although these compounds are really out of my area). I think that like estrogen, the current progestin and androgen derivatives work, but there is much room for improvement. LGND has been working with compounds that can affect heterodimer formation and activation as well as influence tissue specific binding of additional regulatory compounds (rexinoids can induce a phantom effect so the complex behaves as if the partnered receptor has been activated, and rexinoids can activate a partnered receptor without binding to the rexinoid hormone binding domain). I think that these new series will offer additional specificities and will have major applications not only for treatment, but also prevention of major killers like breast and prostate cancer. I think that the street is slow to catch on, but the designer estrogen story will eventually hit home, especially if the breast cancer prevention data continues to improve, and that will set the stage for the designer progestins and androgens to be appreciated which are, two areas where LGND appears to be heading the pack.